Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.8B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,443
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$79.2M
3
+$70.4M
4
KMB icon
Kimberly-Clark
KMB
+$63.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.5M
3
+$42.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.3M
5
NTAP icon
NetApp
NTAP
+$36.6M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.86%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$6M 0.01%
162,770
-108,711
927
$5.98M 0.01%
104,312
+11,913
928
$5.98M 0.01%
40,413
+5,241
929
$5.97M 0.01%
105,246
+17,692
930
$5.96M 0.01%
271,370
-3,491
931
$5.94M 0.01%
227,592
+1,002
932
$5.92M 0.01%
43,668
+1,897
933
$5.91M 0.01%
154,644
-255
934
$5.91M 0.01%
77,374
+1,983
935
$5.88M 0.01%
69,091
+3,416
936
$5.87M 0.01%
103,303
+1,194
937
$5.85M 0.01%
82,443
-174
938
$5.84M 0.01%
60,811
-25,252
939
$5.83M 0.01%
215,334
-2,473
940
$5.78M 0.01%
120,090
+527
941
$5.77M 0.01%
39,818
-101
942
$5.76M 0.01%
38,034
-58,398
943
$5.75M 0.01%
28,718
+1,171
944
$5.75M 0.01%
422,220
+42,620
945
$5.75M 0.01%
37,721
-2,190
946
$5.73M 0.01%
84,239
-1,913
947
$5.73M 0.01%
95,607
+3,857
948
$5.72M 0.01%
71,524
+37,559
949
$5.72M 0.01%
63,593
+34,014
950
$5.72M 0.01%
167,758
+8,187
36 37
38
39 40